Beam Wealth Advisors, Inc. Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	SELL	$50.22 - $51.24 $193,648 - $197,581	-3,856 Reduced 11.65%	29,251 $1.47 Million
Q1 2023 Apr 26, 2023	SELL	$49.72 - $51.04 $7,656 - $7,860	-154 Reduced 0.46%	33,107 $1.69 Million
Q4 2022 Jan 20, 2023	BUY	$49.5 - $50.47 $108,702 - $110,832	2,196 Added 7.07%	33,261 $0
Q3 2022 Oct 20, 2022	BUY	$49.41 - $53.19 $23,716 - $25,531	480 Added 1.57%	31,065 $1.54 Million
Q2 2022 Aug 01, 2022	SELL	$52.18 - $54.31 $87,610 - $91,186	-1,679 Reduced 5.2%	30,585 $1.6 Million
Q1 2022 Apr 26, 2022	BUY	$53.89 - $55.59 $101,959 - $105,176	1,892 Added 6.23%	32,264 $1.76 Million
Q4 2021 Jan 14, 2022	BUY	$54.79 - $55.7 $251,650 - $255,830	4,593 Added 17.82%	30,372 $1.68 Million
Q3 2021 Oct 14, 2021	BUY	$54.77 - $55.56 $641,411 - $650,663	11,711 Added 83.25%	25,779 $1.41 Million
Q2 2021 Jul 13, 2021	BUY	$54.67 - $55.45 $533,797 - $541,413	9,764 Added 226.86%	14,068 $775,000
Q1 2021 May 17, 2021	SELL	$54.27 - $54.96 $11,288 - $11,431	-208 Reduced 4.61%	4,304 $236,000
Q4 2020 Jan 26, 2021	SELL	$53.36 - $54.18 $4,749 - $4,822	-89 Reduced 1.93%	4,512 $244,000
Q3 2020 Oct 07, 2020	BUY	$53.18 - $54.24 $32,652 - $33,303	614 Added 15.4%	4,601 $248,000
Q2 2020 Jul 07, 2020	BUY	$51.64 - $53.25 $205,888 - $212,307	3,987 New	3,987 $213,000
Q1 2020 Apr 08, 2020	SELL	$49.59 - $53.19 $229,155 - $245,790	-4,621 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$52.17 - $52.55 $241,077 - $242,833	4,621 New	4,621 $242,000

Others Institutions Holding STPZ

# of Institutions

121

Shares Held

7.04M

Call Options Held

0

Put Options Held

0

About PIMCO ETF TR 1-5 YR US TIPS IN

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